Bridge Capital Advisors offers consulting and investment advisory services to various clients, including pension funds, foundations, endowments, corporations, and trusts. They provide general consulting services, outsourced chief investment officer services, and direct investment managed account services. Bridge Capital assists clients with investment policies, asset allocation, manager selection, and performance reporting. For individuals, trusts, and businesses, they offer discretionary managed account services.
Fee Structure
Bridge Capital Advisors offers direct investment managed account services to individuals, trusts, businesses, and pension and profit-sharing plans. The fees for these services are determined based on the scope and complexity of the services and the nature of the client relationship. Fees may be billed on a fixed retainer basis or as a percentage of the value of your portfolio, with a maximum fee of 1.00%. Fees are typically billed monthly or quarterly in arrears.